Financial Consultant at Assiniboine Credit Union (Manitoba)

Financial Consultant at Assiniboine Credit Union (Manitoba)

24 Aug
|
Assiniboine Credit Union
|
Manitoba

24 Aug

Assiniboine Credit Union

Manitoba

Elevate member experiences as a Financial Consultant at Assiniboine Credit Union's Provencher Branch in Winnipeg. This full time role focuses on delivering personalized financial advice and solutions.

Reporting to the Branch Manager, you will deepen relationships by addressing diverse financial needs, including mortgages, credit applications, and investments. The ideal candidate offers tailored advice, utilizing financial tools to meet immediate and long-term goals. You will work collaboratively, ensuring member interests remain paramount.

Key Responsibilities:
• Deliver insightful financial advice and proactive support
• Advise on mortgage, credit, and investment solutions
• Conduct in-depth financial onboarding for members




• Engage in proactive outreach for ongoing member support
• Support estate account administration and documentation

Requirements:
• Minimum grade twelve diploma and 3-4 years of relevant experience
• Proficiency in French (written and verbal)
• Strong interpersonal and presentation skills
• Experience with mortgage applications
• Knowledge of Credit Union operations and products

Become an ambassador for ACU by cultivating lasting financial partnerships within the community.
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📌 Financial Consultant at Assiniboine Credit Union (Manitoba)
🏢 Assiniboine Credit Union
📍 Manitoba

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